MWM

MY Wealth Management Portfolio holdings

AUM $115M
1-Year Est. Return 9.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.8M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.19M
3
+$298K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$168K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$145K

Top Sells

1
+$3.19M
2
+$2.84M
3
+$1.52M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.5M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.24M

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 1.21%
3 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,254
27
– –
-1,055
1
2